Education, Health & Care (Ehc) Plan Transfer Form

EDUCATION, HEALTH & CARE (EHC) PLAN TRANSFER FORM

This form should be used as a summary of the EHCP transfer meeting and a record which informs the drafting of the Education, Health and Care Plan.

Completed electronic copies of this form (and any scanned supporting documentation) should be emailed to within 2 weeks of the date of the meeting.

Annual Review Dates and any changes to Annual Review dates are to be emailed to

N.B. Progress, attainment and attendance reports should be considered at the meeting and forwarded to the LA with a completed copy of this form.

* Mandatory Fields

STRICTLY CONFIDENTIAL

1.  PUPIL/STUDENT DETAILS

*Surname: / *Forename:
*Address: / *Postcode:
*Date of Birth: / *Parent Contact No:
Parent Email Address: / *Date of Admission to current placement:
*Year Group: / *Home Language:
UPN Reference: / *Religion:
*Ethnicity: / *NHS No:
*Date of last Review:
*Date of this Review: / *Looked After Child: / Y / N

2.  PEOPLE INVITED / ATTENDING THE EHC PLAN TRANSFER MEETING

Name / Role / Email / Invited / Attended /
Y / N / Y / N
Y / N / Y / N
Y / N / Y / N
Y / N / Y / N
Y / N / Y / N
Y / N / Y / N

3.  REPORTS REQUIRED AT THE EHC PLAN TRANSFER MEETING

Mandatory Reports (please attach) / Date of Report / Agreed as Current?
*Section A (Camden EHC Plan Form): / Y / N
*Progress, attainment and attendance report. Completed by the school / setting: / Y / N
Other Reports School have requested:
Occupational Therapy: / Y / N
Speech and Language: / Y / N
Medical: / Y / N
Family Services and Social Care: / Y / N
CAMHS: / Y / N
Connexions: / Y / N
Other: / Y / N
Please indicate below, if there are any differing views from attendees to the questions above:

4.  PERSON CENTRED PLANNING

What has gone well this year? / What could be improved? How?

5.  CHANGES TO THE DESCRIPTION OF THE CHILD OR YOUNG PERSON’S EDUCATION, HEALTH & SOCIAL CARE STRENGTHS AND NEEDS FROM PARTS 2 AND 5 OF THE CURRENT STATEMENT OF SEN.*

Education, Health & Social Care Strengths / Education, Health & Social Care Needs

* If appropriate, attach an annotated version of the statement to this document. If there are a lot of changes to a child or young person’s strengths and needs please refer to Pathways below to identify the suitability of strengths and needs for each Pathway.

6.  RECOMMENDED OUTCOMES

Please record previous objectives from Child or Young person’s statement of Educational Needs in the table below and indicate whether these were Met, Partially Met or Not Met.

The objectives recorded should be used as guidance when choosing Medium term outcomes below.

When recording outcomes, where an objective has been met consider whether this needs to be changed and where an objective has not been met consider whether the objective was inappropriate and needs to be altered.

Previous Objective / Progress
M, PM, NM / Comments

In the table below please record 3 to 4 long-term aspirations, to be achieved by the child or young person by the end of their education.

These should be linked to medium-term outcomes, to be achieved by end of the next key stage or phase of education.

Medium –term outcomes should be guided by the child/young person’s previous objectives. Using your professional judgement please align objectives/outcomes into the four pathways indicated below.

On the basis of the child’s success within each objective, please make a judgement about the child or young person’s progress within each pathway so far.

RED (R) – Behind Target

AMBER (A) – Working towards Target

Green (G) – On Target

For All children and young people outcomes must refer to the four pathways for Adulthood:

1.  Education and Employment

2.  Independence

3.  Friends, Relationships and Community involvement.

4.  Health and Wellbeing

Long Term Aspirations / Medium Term Outcomes
Date to be achieved by:
Education and Employment Progress so far: / R, A, G
Aspiration: / Outcomes: / 1
2
3
Independence Progress so far: / R, A, G
Aspiration: / Outcomes: / 1
2
3
Friends, Relationships and Community involvement Progress so far: / R, A, G
Aspiration: / Outcomes: / 1
2
3
Health and Wellbeing Progress so far: / R, A, G
Aspiration: / Outcomes: / 1
2
3

*Please Note:

For Children in Foundation Stage: Medium Term outcomes should be set for end of KS1

For Children in KS1: Medium Term outcomes should be set for end of KS2

For Children in KS2: for end of KS3

For Children in KS3: Medium Term outcomes should be set for end of KS4

For Children in KS4: Medium Term outcomes should be set for end of Sixth form/College

7.  EDUCATION, HEALTH & SOCIAL CARE PROVISIONS RECOMMENDED TO SUPPORT PROGRESS TOWARDS IDENTIFIED TARGETS (including any changes to provision)

Type of provision / Interventions and approaches used / Frequency of provision

8.  USE OF PERSONAL BUDGETS

Personal budgets are currently available from Camden LA. Please refer to Camden LA Personal Budget Policy on the Local Offer Website www.localoffer.camden.gov.uk

Is the child or young person and his / her family currently receiving short breaks? / Y / N
Is the child or young person currently receiving LA transport? / Y / N
If not in receipt of either of the above, please indicate if the child or young person and his / her family (if appropriate) would be interested in receiving further information on: / LA transport: / Y / N
Short breaks: / Y / N
Continuing Health Care (only relevant for those already in the continuing health care pathway)? / Y / N

9.  RECOMMENDATIONS FROM THE EHC PLAN TRANSFER MEETING

Please refer to the relevant parts of the EHC Plan.

* Should the LA transfer the Statement of SEN to an EHC Plan? / Y / N

If NO

Should the YP be issued with a moving on plan (Yr 11 onwards)? / Y / N
OR / Y / N
Should the LA not issue a Plan? / Y / N

If YES

Does the description of C/YP’s strength and needs in Part 2 of the Statement of SEN remain appropriate? / Y / N
Does the educational placement need to be changed? / Y / N
Please indicate below, if there are any differing views from attendees to the questions above: / Y / N

10. TRANSITION PLANNING

Has Transition planning been reviewed and put in place for C/YP moving from Nursery →Reception, Secondary Transfer or Post 16? / Y / N

11. PARENT AND PUPIL VIEWS ON CURRENT AND FUTURE EDUCATIONAL PLACEMENTS

*Does the current educational placement remain appropriate?
(If not, please specify reasons below) / Y / N
*Please indicate preferences for next educational placement, i.e. proposed placement for phased transfer (Nursery → Reception, Secondary Transfer, Post 16):

12. * AGREED ACTIONS

Any Short Term or immediate actions agreed at the meeting that don’t require changes to the EHC Plan e.g. Referrals, Intervention Planning etc.

Actions / Person Responsible: / Timescale

13. NAME AND CONTACT DETAILS OF STAFF MEMBER COMPLETING THE STATEMENT OF SEN TO EHC PLAN TRANSFER FORM

*Name of staff member:
*Position:
*Date:

Please note: It is understood that the information in this form is correct and must be shared and agreed with the parent / carer(s) and child / young person (where appropriate).

A copy of this completed form and supporting documentation must be sent to everyone invited to the meeting.

The transfer meeting should make recommendations regarding the EHC Plan. The LA will make the decision whether or not to transfer the Statement of SEN to an EHC Plan.

Completed forms and any additional supporting reports should be sent by email to the Camden SEN Team at within two weeks of the transfer review meeting to enable the LA to issue an EHC Plan within the 20 week statutory timescale.

Emails and reports should be sent encrypted email (i.e. via the Egress system) or password protected, via unencrypted email. The password should be sent in a separate email.

If unable to send the completed form electronically, please return this form and any accompanying documentation by First Class post to:

Camden Special Educational Needs Team

Camden Town Hall

Judd Street

London

WC1H 9JE

Contact details for any general enquiries, electronic copies of this form, etc:

Tel: 020 7974 6500 Fax: 020 7974 6501